NOVEMBER 13th - 15th
BUSINESS PLANNING RETREAT 2025
REGISTRATION
This year's event costs $395 per advisor.
Add on a ticket and have your significant other join in on the social events for $195 per spouse.
FLIGHTS
The beauty of Scottsdale is there are multiple flights every day, from Delta, Sun Country, and Southwest… ranging from $256 to $594.
Start tracking and watch for the best deal. We’ve seen flights under $200!
The main thing to watch for is getting into town by Noon on Thursday, November 13th.
A good Delta option:
GOING: 11/13 // 6:55 AM - 9:24 AM // MSP - PHX
RETURNING: 11/15 // 10:29 AM - 2:36 PM // PHX - MSP
AGENDA
THURSDAY, NOV 13TH
DAY ONE:
Join us at The Gestalt Group’s Quarterly Meeting!
1:00 pm - 3:00 pm
Location: Engel & Völkers Scottsdale Waterfront Shop
Luxury Home Tour | Happy Hour
4:00-6:00PM
We will be touring 4 beautiful homes close to the Waterfront Shop
Transportation and Appetizers are included
E&V Minneapolis Welcome reception: After the meeting, we’ll have ample time to mingle and network with this amazing group at our Welcome reception.
7:00-9:00 pm
Location: Culinary Dropout
Bites and Drinks Provided
HOTEL
We will hold our meeting day at THE WESTIN KIERLAND RESORT & SPA. This is a four-star retreat in North Scottsdale, very close to the airport for added convenience!
We have a small room block at this desert oasis for $349 / night. Cut off to book these rooms is Thursday, October 16, 2025.
However, the Kierland Common’s area has a few other accommodation options in different price ranges, including the AC Hotel (conveniently located on the Westin grounds)
FRIDAY, NOV 14TH
MEETING DAY:
8:00 am - 4:00pm
We will be hosting our meeting in a beautiful space at The Westin
Breakfast and Lunch provided
This year’s theme is Healthy Hustle: Avoiding burnout while scaling.
We’ll draw inspiration from Arizona’s natural beauty as we focus on wellness, intentional growth, and building a thriving business—without sacrificing balance along the way
NIGHT TWO:
6:00 pm - Midnight (includes drive time)
Hosted VIP Skybox at the Rodeo!
We will provide a shuttle to Buffalo Chip Saloon in Cave Creek (about 30 mins away from The Westin)
2 Hours of hosted beer & wine, plus a BBQ buffet.
3 Hours of bull riding fun
SATURDAY, NOV 15TH
FINAL MORNING:
For those interested, we would love to plan a morning hike to really dive into this year’s theme.
Camelback Mountain is iconic but getting to the top is extremely difficult!
For those experienced hikers, go for it!
For beginners, there are a few loops that don’t take you to the top, but still offer great views!
Factor in this activity when booking your flights!
THANK YOU TO OUR PRESENTING SPONSOR!
GRANITE BANK - We are honored to have you returning as our presenting sponsor to make this year’s event even bigger and better than we could have imagined. We are so grateful for your support and for being a key resource to our advisors and clients every day!
“Grow where it’s hard to grow. Like the desert, success blooms from grit and resilience.”